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Financial Counselors Inc’s UMB Financial UMBF Stock Holding History

Financial Counselors Inc’s Portfolio UMBF Stock Details UMBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-51,293
Closed -$5.19M – 494
2025
Q1 		$5.19M Buy
51,293
+4,936
+11% +$544K 0.08% 193
2024
Q4 		$5.23M Sell
46,357
-65
-0.1% -$7.52K 0.08% 193
2024
Q3 		$4.88M Sell
46,422
-400
-0.9% -$39K 0.07% 199
2024
Q2 		$3.91M Buy
46,822
+10,333
+28% +$847K 0.06% 204
2024
Q1 		$3.17M Sell
36,489
-280
-0.8% -$22.8K 0.05% 221
2023
Q4 		$3.07M Sell
36,769
-95
-0.3% -$6.68K 0.05% 226
2023
Q3 		$2.29M Sell
36,864
-466
-1% -$30.3K 0.05% 247
2023
Q2 		$2.27M Sell
37,330
-2,834
-7% -$169K 0.05% 241
2023
Q1 		$2.32M Buy
40,164
+976
+2% +$79.3K 0.05% 232
2022
Q4 		$3.27M Sell
39,188
-60
-0.2% -$5.04K 0.07% 209
2022
Q3 		$3.31M Sell
39,248
-365
-0.9% -$33K 0.08% 195
2022
Q2 		$3.41M Sell
39,613
-582
-1% -$52.8K 0.08% 195
2022
Q1 		$3.9M Buy
40,195
+307
+0.8% +$31.3K 0.08% 198
2021
Q4 		$4.23M Sell
39,888
-236
-0.6% -$24.3K 0.09% 200
2021
Q3 		$3.88M Sell
40,124
-275
-0.7% -$25.1K 0.08% 208
2021
Q2 		$3.76M Sell
40,399
-1,616
-4% -$154K 0.08% 204
2021
Q1 		$3.88M Sell
42,015
-7,448
-15% -$615K 0.09% 200
2020
Q4 		$3.41M Sell
49,463
-320
-0.6% -$20.5K 0.09% 205
2020
Q3 		$2.44M Hold
49,783
– – 0.07% 217
2020
Q2 		$2.57M Buy
49,783
+423
+0.9% +$20.7K 0.08% 210
2020
Q1 		$2.29M Buy
49,360
+660
+1% +$40.2K 0.1% 181
2019
Q4 		$3.34M Hold
48,700
– – 0.12% 175
2019
Q3 		$3.15M Sell
48,700
-1,369
-3% -$88.5K 0.12% 174
2019
Q2 		$3.3M Buy
50,069
+500
+1% +$33K 0.13% 165
2019
Q1 		$3.17M Hold
49,569
– – 0.13% 165
2018
Q4 		$3.02M Sell
49,569
-1,006
-2% -$65.2K 0.15% 164
2018
Q3 		$3.59M Sell
50,575
-625
-1% -$46.9K 0.16% 167
2018
Q2 		$3.9M Sell
51,200
-39,200
-43% -$3.01M 0.18% 153
2018
Q1 		$6.54M Sell
90,400
-4,153
-4% -$311K 0.31% 108
2017
Q4 		$6.8M Buy
94,553
+1,450
+2% +$107K 0.31% 111
2017
Q3 		$6.93M Sell
93,103
-450
-0.5% -$31.5K 0.34% 97
2017
Q2 		$7M Buy
93,553
+3,487
+4% +$255K 0.35% 99
2017
Q1 		$6.78M Sell
90,066
-630
-0.7% -$48.2K 0.35% 97
2016
Q4 		$6.99M Buy
+90,696
New +$6.3M 0.37% 88
2016
Q2 		$5.01M Hold
94,103
– – 0.3% 119
2016
Q1 		$4.86M Sell
94,103
-3,350
-3% -$161K 0.3% 117
2015
Q4 		$4.54M Buy
97,453
+500
+0.5% +$25.2K 0.29% 117
2015
Q3 		$4.93M Hold
96,953
– – 0.34% 105
2015
Q2 		$5.53M Sell
96,953
-200
-0.2% -$10.8K 0.35% 99
2015
Q1 		$5.14M Sell
97,153
-13,000
-12% -$674K 0.32% 105
2014
Q4 		$6.27M Sell
110,153
-2,936
-3% -$165K 0.4% 84
2014
Q3 		$6.17M Hold
113,089
– – 0.43% 74
2014
Q2 		$7.17M Sell
113,089
-1,268
-1% -$75.6K 0.5% 61
2014
Q1 		$7.4M Sell
114,357
-3,153
-3% -$197K 0.53% 52
2013
Q4 		$7.55M Hold
117,510
– – 0.57% 50
2013
Q3 		$6.38M Sell
117,510
-5,163
-4% -$301K 0.53% 56
2013
Q2 		$6.83M Buy
+122,673
New +$6.25M 0.57% 51

Other funds holding UMBF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Financial Counselors Inc's UMBF Position: Q2 2025 in Review

Financial Counselors Inc sold out of UMB Financial (UMBF) in Q2 2025, closing a stake of 51,293 shares — an estimated $5.19M sold.

Financial Counselors Inc first reported a position in UMBF in Q2 2013 and held it in 47 quarters. The position peaked at $7.55M in Q4 2013. 408 funds tracked by Wall St. Rank hold UMBF as of Q2 2025.

  • Financial Counselors Inc reported no remaining UMB Financial position as of Q2 2025 after selling out during the quarter.
  • Financial Counselors Inc sold 51,293 UMB Financial shares in Q2 2025, an estimated $5.19M.
  • Financial Counselors Inc first reported a position in UMB Financial in Q2 2013 and held it in 47 quarters.
  • Financial Counselors Inc's UMB Financial position peaked at $7.55M in Q4 2013.
  • 408 funds tracked by Wall St. Rank held UMB Financial as of Q2 2025.

Based on Financial Counselors Inc's 13F filing for Q2 2025, filed 1 Aug 2025.